At Kuda Wealth we believe in investing directly into the markets such as Australian Securities Exchange listed securities as oppose to managed fund structures to achieve your short, medium and long term goals.
Read MoreMichael is a dedicated finance professional, delivering tangible improvement to the lives of his clients, his employees & peers throughout his seventeen years within the financial services industry.
With over 10 years experience in the Financial Services industry, Millicent held positions across numerous large organisations right through to a boutique financial planning firm.
Over Kellie’s 16 years in the industry, she has worked for several financial planning organisations and began working for Michael as part of the Pekada team in 2013.
At Kuda Wealth we make it our mission to understand your goals and the influences that drive your decision making.
By knowing what is important to you, it provides us the foundation to strategically build a solution to meet your goals and financial freedom.
Been good to & for me. Approachable & reliable.
- Tony Z, Forest Hill, VIC
Michael is a true professional. His knowledge and advice has been beneficial. He is passionate about guiding people in the right direction. When it comes to investment, superannuation and retirement. I would recommend Michael and his team.
- Angela D, Seymour, VIC
Michael is passionate about financial advice and his strategic knowledge and attention to detail are second to none. Michael is also highly personable with strong leadership skills. I would recommend Michael's services without question.
- Cecilia I-S, Hawthorn, VIC
Throughout my dealings with Michael, I have found him to be extremely professional, honest and abreast of current issues. He takes the time to truly listen and understand my needs, which I feel is critical given my age and declining ability to remain in the work force.
- Lynne M, Seymour, VIC
Historically, the idea of owning an SMSF has been daunting, however through the help and assistance of Kuda Wealth, we not only understand but reap the benefits of continued growth in our portfolio. We rest assured knowing our financial future is in capable and reliable hands.
- Chris and Jason L, Murchison VIC
We sought advice from Michael in 2015 in relation to retirement planning and have never looked back since. Through his direction and guidance, we have been able to purchase a car without the need for finance. Michael has in effect restored our faith and trust in Financial Planning and the importance of a Financial Planner to manage our affairs.
- Joe and Jenny K, Glen Waverley, VIC
Watershed Dealer Services Pty Ltd
ABN 29 162 693 272
Australian Financial Services Licensee Number: 436357
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Watershed partners with innovative businesses and professional Advisers by providing alternative licensing solutions, outside those offered by the larger more traditional dealer groups and their suite of mainstream products and services.
Watershed agree and recognise the advantages of active management for clients’ portfolios as oppose to simply making changes at periodic reviews.
With the support and backing of Watershed as a licensee, Kuda Wealth is confident that the advice provided to clients is customised to their needs and capable of dealing with life’s hurdles and challenges. Our strategies balance the need for wealth creation and wealth protection; providing you with peace of mind and thus, ensuring your continued and reliable access to the "currency for life".
At Kuda Wealth we have developed relationships with professionals in their respective field of expertise. This comes as an advantage to our clients who benefit from the knowledge these individuals can contribute to their financial success.
In addition to the partners mentioned below, Kuda Wealth works closely with a variety of suitably qualified specialist business partners, with a demonstrated track record of expertise within their field situated in varied geographical areas of Melbourne.
Talk to us about your needs and we are more than happy to make an introduction to a locally based specialist that can assist you achieve your goals.
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